Williams Jones Wealth Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Williams Jones Wealth Management’s Portfolio IEMG Stock Details IEMG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$645K	Buy	9,245 +3,670	+66%	+$265K	0.01%	314
2025 Q4	$375K	Buy	+5,575	New	+$374K	﹤0.01%	388
2024 Q4	–	Sell	-3,784	Closed	-$217K	–	517
2024 Q3	$217K	Sell	3,784 -242	-6%	-$13.1K	﹤0.01%	478
2024 Q2	$216K	Buy	+4,026	New	+$212K	﹤0.01%	473
2023 Q4	–	Sell	-5,114	Closed	-$243K	–	549
2023 Q3	$243K	Buy	5,114 +726	+17%	+$35.9K	﹤0.01%	455
2023 Q2	$216K	Hold	4,388	–	–	﹤0.01%	474
2023 Q1	$214K	Buy	+4,388	New	+$215K	﹤0.01%	507
2022 Q3	–	Sell	-5,806	Closed	-$285K	–	588
2022 Q2	$285K	Buy	5,806 +2,014	+53%	+$104K	﹤0.01%	464
2022 Q1	$211K	Buy	+3,792	New	+$219K	﹤0.01%	482
2021 Q3	–	Sell	-3,812	Closed	-$255K	–	508
2021 Q2	$255K	Buy	+3,812	New	+$251K	﹤0.01%	432
2020 Q1	–	Sell	-39,037	Closed	-$2.1M	–	409
2019 Q4	$2.1M	Sell	39,037 -2,931	-7%	-$151K	0.04%	160
2019 Q3	$2.06M	Buy	+41,968	New	+$2.08M	0.04%	160

Other funds holding IEMG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Williams Jones Wealth Management's IEMG Position: Q1 2026 in Review

Williams Jones Wealth Management increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 66% in Q1 2026, buying an estimated $265K and bringing the position to 9,245 shares worth $645K. The position accounts for 0.01% of the portfolio, ranked #314.

Williams Jones Wealth Management first reported a position in IEMG in Q3 2019 and has held it in 12 quarters since. The position peaked at $2.1M in Q4 2019. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

Williams Jones Wealth Management held 9,245 shares of iShares Core MSCI Emerging Markets ETF worth $645K as of Q1 2026.
Williams Jones Wealth Management bought 3,670 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $265K.
iShares Core MSCI Emerging Markets ETF made up 0.01% of Williams Jones Wealth Management's portfolio in Q1 2026, its #314 holding.
Williams Jones Wealth Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2019 and has held it in 12 quarters since.
Williams Jones Wealth Management's iShares Core MSCI Emerging Markets ETF position peaked at $2.1M in Q4 2019.
2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Williams Jones Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.